G2 Vendor Directory

Firm360 vs. SafeSend

A side-by-side comparison based on G2 review data.

MetricFirm360

by Firm Software LLC

SafeSend

by Thomson Reuters

Overall rating4.43.8
Review count15416
Ease of use9.08.0
Ease of setup8.66.3
Quality of support9.28.1
Meets requirements8.78.1
NPS56.86274513.333333
Small Business91.2%62.5%
Mid-Market8.1%25.0%
Enterprise0.7%12.5%
Total page views863751
Total LLM citations3,0562,499

Firm360

Firm360 is the all-in-one platform built by accountants for accountants. It's simpler to run, built for 5 to 75-person accounting firms, and designed to eliminate the chaos of juggling disconnected tools and manual processes. We understand the work behind the workflow — so we’ve designed Firm360 to streamline every part of running an accounting firm. From project management and client communication to time tracking, billing, e-signatures, reporting, and secure document sharing, everything is in one place.

Pros

  • Ease of Use
  • Customer Support
  • Centralized Management
  • Efficiency Improvement
  • Document Management
  • Time Saving

SafeSend

SafeSend® provides the tax and accounting profession with automation technologies, helping practitioners improve efficiency and better serve clients. SafeSend offers workflow automation solutions for the tax and accounting profession. The SafeSend Suite™ platform delivers powerful functionality to tax and accounting professionals to address every client touch point across the tax engagement: Engagement Letters – SafeSend Signatures™ Client Organizers – SafeSend Organizers™ Assemble & Delivery – SafeSend Returns® Extensions – SafeSend Extensions™ At the core of the suite,

Pros

  • Payment Efficiency
  • Customer Support
  • E-Signatures
  • Tax Management
  • Pricing
  • Automation